- Knowledge Base
- Onboard
- Nominees
How do I create an email template for data request nominees?
If you are using White Labelling, you will be able to select a pre-set email template
for nominees.
The nominee email template is setup via Settings > Email Templates > Add a new
email template.
• First setup an email template for type: Nominee
A link can be added to the Email Body which can be renamed by using the following format: add description here (We would suggest that the Nominees Guideline is shared in this way.)
• Then setup an email template for type: Verification Code-Nominee
• Proceed to link the Verification Code-Nominee template to the Nominee
template:
• Finally, link the Nominee Email Template to the applicable OnBoarding type: